Advisors Training

Overview

The staff of The Generosity Trust are themselves financial professionals, but there is no charge for their advice, consultation, establishment of mission funds, or estate design.

Nothing at The Generosity Trust is for sale. The only possible charges are for interest-bearing funds (20 basis points) and for endowed funds (1 percent). Pass-through Mission Funds have no charges whatsoever.

The Generosity Trust in no way competes with financial professionals. The Generosity Trust is a partner and a catalyst in the charitable journey of individuals and families and corporations.

In fact, donors of Mission Funds can continue to employ their own investment managers if they choose.

Scope

The Generosity Trust works with all financial professionals: brokers, attorneys, wealth managers, estate planners, development officers, family offices, insurance agents, bankers, accountants, and tax specialists---anyone in the field.